Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,708 | $154,228-95.0% | $145,433-94.7% | $137,256-94.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 27.61% | 74.59%-47.0pp | 66.58%-39.0pp | 220.34%-192.7pp |
| Employer contribution / active EE | $743 | $4,804-84.5% | $4,554-83.7% | $4,156-82.1% |
| Participant deferral / active EE | $3,038 | $8,216-63.0% | $7,897-61.5% | $6,407-52.6% |
| Admin fee / account holder | $423 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |